Automatically Increment Dates On Cloned Deals

Clone Attack allows you to automatically increment the Dates when cloning Deals by a value such as +1 year, +1 month, +4days, etc..

  1. Login to your hapily Admin Portal.
  2. Navigate to Clone Attack > Field Settings in the sidebar 
  3. Change the view from Contacts to Deals
  4. Hit Add Field and choose Close Date (or whichever date you want to increment) in the Deal Fields and set the Action Field to Set Default Value
  5. In the Default Value field enter "+" followed by the amount of time you want to add to the Date.
    1. Ex: +5 days, +6 weeks, +3 months, +1 year, etc.
  6. Hit Save and you're done!


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